Robert Haley is a CFA® charterholder with 20 years of experience in the financial industry, currently serving at First Manhattan Co. LLC since 2010. He holds the Series 63 license and is based in New York, NY. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Jason Hill is a financial advisor at First Manhattan Co. LLC with two years of industry experience. He previously worked at UBS Financial Services and Rise North Capital, and has held roles outside finance, including at Amazon and the University of South Carolina. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, along with trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management with tailored advice delivered through individually managed portfolios.

Melissa Raimundo is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with First Manhattan Co. LLC and has previously worked at Beacon Trust, BBR Partners, and Wells Fargo Advisors. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management and integrates wealth planning with portfolio management.

Jacqueline Phan is a financial advisor at First Manhattan Co. LLC with two years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Prudential, and TELUS International. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios with individualized advice integrating wealth planning alongside portfolio management.

Emma Mcgraw is a CFP® at First Manhattan Co. LLC with four years of industry experience. She previously worked for six years at Douglas C Lane & Associates, LLC before joining First Manhattan in 2022. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios tailored to client objectives and integrates wealth planning alongside portfolio management.

Benjamin Clammer is a financial advisor at First Manhattan Co. LLC with 14 years of industry experience. He has previously worked at J.P. Morgan Securities and JPMORGAN CHASE Bank NA. Clammer holds a Series 63 designation. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm employs a long-term, research-driven, value-oriented approach and integrates wealth planning with portfolio management.

Adam Mizrahi is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at First Manhattan Co. LLC with one year of industry experience. His prior roles include positions at Blue Investment Group and Point72 Asset Management. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, tailoring advice to client objectives with individually managed portfolios that may combine active and passive investments.

Cooper Smith is a CFP® professional with one year of industry experience, currently serving as a financial advisor at First Manhattan Co. LLC. Prior to joining First Manhattan, he worked at Carnegie Investment Counsel and Capital Financial Advisors of New York, LLC, among other roles. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning with portfolio management.

Victoria Amyot is a CFP®-designated financial advisor at First Manhattan Co. LLC with 15 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial. She is based in New York, NY. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm employs a long-term, research-driven, value-oriented approach, tailoring advice through individually managed portfolios that combine active and passive investments alongside integrated wealth planning.

Matt Greenberg is a financial advisor at First Manhattan Co. LLC with five years of industry experience. He previously worked at MRJ Capital, Inc. for eight years before joining First Manhattan Co. in 2022. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management, combining actively managed holdings with third-party passive funds and integrating wealth planning alongside portfolio management.

Lena Kristona Jagdeo is a CFP® and Series 63 credentialed financial advisor with 27 years of industry experience, all of which has been with First Manhattan Co. LLC. She has been with the firm since 1992. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Elle Mc Araw is a financial advisor at First Manhattan Co. LLC with Series 66 credentials and one year of industry experience. Prior to joining First Manhattan, she held roles at Merrill, VSS Capital Partners, and Mackey & Associates. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios and integrates wealth planning with portfolio management.

Robert Gottesman is a financial advisor at First Manhattan Co. LLC in New York, NY, with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Manhattan since 2002. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios and typically integrates wealth planning alongside portfolio management.

Charles Yale is a financial advisor at First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Lawson Kroeker Investment Management and Red Cedar Capital, LLC. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Lilly Johnsen is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active and passive investments and integrating wealth planning with portfolio management.

Samuel Colin is a financial advisor at First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with First Manhattan Co. since 2002. Outside of his advisory role, he serves as a director for the Colin Family Foundation and the Simon & Eve Colin Foundation, both family charitable organizations. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management with tailored advice delivered through individually managed portfolios.

David Muccia is a financial advisor at First Manhattan Co. LLC with 23 years of industry experience. He holds a Series 63 designation and has been with First Manhattan Co. since 2007. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings and third-party passive funds tailored to client objectives.

Arthur Stainman is a financial advisor at First Manhattan Co. LLC with over 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Manhattan Co. since 1984. Outside of his advisory role, he serves as a trustee and chair of the Investment Committee at Rider University. First Manhattan Co. LLC provides investment management and financial planning services primarily to high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed holdings with third-party passive funds and integrating wealth planning alongside portfolio management.

Simon Porter is a financial advisor at First Manhattan Co. LLC in New York, NY, with 23 years of industry experience. He holds a Series 63 designation and has been with First Manhattan Co. since 2002. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning services primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings and third-party passive funds with integrated wealth planning.

Leonard Berman is a financial advisor at First Manhattan Co. LLC with 31 years of industry experience. He holds a Series 63 designation and has been with First Manhattan since 2006. Outside of his advisory role, he serves as an officer and assistant treasurer for The Jewish Center in New York. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management and integrates wealth planning alongside portfolio management.